Getting Started

Before getting started, you will need the required security permissions to prepare and action a Payroll Import.  

Please contact the Evox Team if you require these permissions (or email support@gegroup.com)

Navigating to the Import Page & The Homepage

After ensuring that you have the correct permissions, if you navigate to Accounts and then Job-Cost Payroll

From here, this will take you to the Payroll Job Costing Homepage - where you can see the previous Imports, filter, and access the records.

Creating a New Import

From the homepage, click on Create on the top-right of the page - this will take you to a new Import guided process.

This will take you to the new import page.

From here, you will be presented with a creation page where you'll be asked to enter information relating to the import.

Ensure that the correct information is entered into the boxes on the create page, and press “Next”:

It's important to note that to action an import, there must be a corresponding Export in the system; otherwise, you will receive an error message.

No payroll export found for the specified period! Please process an export before job costing.

You will then be asked to confirm that the required information is correct before beginning the process:

Importing & Discrepancies, and Balancing

Once processed, you'll be taken to the import detail page.

One of the requirements to proceed is that all discrepancies are handled:

You'll see a list of discrepancies, and “Process” links against each line.  You will be presented with a dialogue box on how to handle each discrepancy. 

If you work your way through the list of discrepancies, then go back to the import page, you should eventually see that the “Difference” column in the summary shows “£0.00”:

With your discrepancies handled, and your difference column showing £0.00, you are now ready to action your import.

Before pressing Continue, ensure you are happy with all the information presented across all tabs.  With this, you can now proceed by pressing “Continue”.

You will be presented with a Confirmation page

Confirmation & Rollback

From here, you can confirm the export as completed, or if anything looks incorrect - you have an opportunity to roll back and make further adjustments.

Confirming as exported will mark the Job Costing as “Exported" on the homepage.

Troubleshooting

Below are some troubleshooting scenarios that may occur and how to handle them.

Payroll import already exists

If an import already exists, please go back to the Import homepage, and check the filters at the top of the page.  Ensure there are no results for the import in question.

No Viable Payroll Import

When you receive this error, there needs to be a corresponding Payroll Export.  It's recommended that you double-check the information entered in the fields, before proceeding.  It may also help to consult the list of previous exports to ensure that you've exporting the correct Payroll Period.

Discrepencies

When your import reports discrepancies, there are two ways to handle them:

Firstly, go to the discrepancies tab at the top of the page, and press “Process” in the corresponding line.  From here, you have the option to amend splits, or choose to “Ignore” (These are added to the “Ignored Lines” tab should you want to amend these).